Upper Arlington Rotary Charitable

COLUMBUS, OH EIN: 31-1289089

TO ENCOURAGE AND FOSTER THE SERVICE IDEAL OF SERVICE ABOVE SELF. THE FOUNDATION SUPPORTS THE FIVE AVENUES OF SERVICE, CLUB SERVICE, COMMUNITY SERVICE, INTERNATIONAL SERVICE, VOCATIONAL SERVICE AND NEW GENERATIONS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$297K

-13.4% YoY

Annual Giving

$137K

+11.3% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$23K

+29.9% YoY

About Upper Arlington Rotary Charitable

Based on IRS filings

Upper Arlington Rotary Charitable is a nonprofit organization focused on Community Improvement & Capacity Building, based in COLUMBUS, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $297K in total assets. In 2024, it awarded 6 grants totaling $137K. Net investment income was $6K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ColumbusEvanstonLaguna BeachNew AlbanySan DiegoSanteeUpper ArlingtonWesterville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$55K$110K$165K$221K20202021202220232024
Metric202420232022
Total Assets$297,292$343,133$311,519
Revenue$133,872$194,357$121,506
Expenses$190,075$175,371$138,728
Qualifying Distributions
Net Investment Income$6,028$4,196$3,421
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$71K$106K$142K5 grants20205 grants20215 grants20227 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

NATUN GUATEMALA$74KUPPER ARLINGTON COMMUNIT…$21KUPPER ARLINGTON CITY SCH…$17KBONSFORGOOD CHARITIES INC$13K2ND & 7$7KSANTA'S SILENT HELPERS O…$6K

Grant Size Distribution

28 grants across all recorded years

24<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Natun Guatemala ($74,350), Upper Arlington Community Foundatio ($21,000), Upper Arlington City School Distric ($16,667).

RecipientPurposeAmount
BONSFORGOOD CHARITIES INC COLUMBUS, OH$12,500
UPPER ARLINGTON COMMUNITY FOUNDATIO UPPER ARLINGTON, OH$21,000
NATUN GUATEMALA LAGUNA BEACH, CA$74,350
SANTA'S SILENT HELPERS OF COLUMBUS COLUMBUS, OH$6,000
UPPER ARLINGTON CITY SCHOOL DISTRIC UPPER ARLINGTON, OH$16,667
2ND & 7 COLUMBUS, OH$6,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD SIMPSONPRESIDENT /S
ANDREW LIVINGSTONV PRES / TRE
BILL CLOYDTRUSTEE
STEVE LICHTBLAUTRUSTEE
STEVE RISHTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Upper Arlington Rotary Charitable?

Upper Arlington Rotary Charitable is a nonprofit organization focused on Community Improvement & Capacity Building, based in COLUMBUS, OH. It holds $297K in total assets as of 2024.

How large is Upper Arlington Rotary Charitable?

As of 2024, Upper Arlington Rotary Charitable holds $297K in total assets with $134K in annual revenue. It awarded 6 grants totaling $137K in 2024.

Where does Upper Arlington Rotary Charitable operate?

Upper Arlington Rotary Charitable has awarded grants in California, Illinois, Ohio.

What size grants does Upper Arlington Rotary Charitable award?

In 2024, Upper Arlington Rotary Charitable awarded 6 grants totaling $137K — an average of about $23K per grant, based on its IRS Form 990 filings.

What is Upper Arlington Rotary Charitable's EIN?

Upper Arlington Rotary Charitable's EIN (Employer Identification Number) is 31-1289089. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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